NetSuite Implementation Best Practices

As your business grows, you will likely need to implement or upgrade your NetSuite system. Here are some best practices to follow during your NetSuite implementation to ensure a smooth process. Keep reading to learn more.

Research your needs and select the right NetSuite partner.


NetSuite implementation requires proper planning and preparation, identifying key stakeholders, mapping business processes, and performing a pilot before full deployment. When it comes to implementing NetSuite, selecting the right partner is critical. Not all partners are created equal and not all have the same level of expertise. It’s important that you do your research and select a partner who understands your specific needs and can help you get the most out of NetSuite. A good partner will be able to guide you through the implementation process, from planning to execution, and will be there to support you every step of the way. They should also have a proven track record of success with other NetSuite implementations and be certified in NetSuite’s implementation methodology. Here are a few questions you will need to answer in order to prepare for implementation:

  • What are your areas of expertise?
  • What industries do you specialize in?
  • How many NetSuite implementations have you done?
  • What is your implementation methodology?
  • Are you certified in NetSuite’s implementation methodology?
  • Do you have a dedicated team for each phase of the project (e.g., planning, design, development, testing)?
  • What kind of post-implementation support do you offer?

Train your staff.

NetSuite implementation best practices include training your staff in order to get the most out of the NetSuite software. Staff should be familiar with the system’s features and how to use them in order to maximize efficiency. Furthermore, training can help employees become more comfortable with the new software and better understand how it can benefit their work. In addition to general orientation training, specific modules or tasks within NetSuite may require additional training. For example, if your business uses custom fields or scripts, employees who will be using these features should receive specific training on how to do so. Finally, keep in mind that employee roles and responsibilities will likely change with the implementation of a new software system; make sure that everyone is aware of their updated duties and responsibilities.

Go live and continue to refine.


After going live, you will want to continue to refine your system as you use it. It is important to go live as soon as possible in order to start realizing the benefits of using NetSuite. However, it is also important to keep refining your system so that you can continue to improve your business processes and get the most out of NetSuite. Make sure all users are properly trained on how to use the new system. This will ensure that everyone is using it correctly and getting the most out of it. Take advantage of the many features and functionality that NetSuite has to offer. There is a lot of potential for improvement in efficiency and productivity by utilizing all that NetSuite has to offer. Be proactive in identifying areas where you can further streamline your business processes. The more efficient you can make your business operations, the more productive you will be overall.

NetSuite is a cloud-based solution that businesses can use to eliminate the need for costly hardware and software investments. It’s made to streamline your operations and help your business grow. But proper implementation is key. Using the best practices is important in order to ensure a smooth and successful implementation for NetSuite. Overall, following these practices can help to improve the chances of a successful implementation, and can help to avoid common pitfalls.

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